Our Financial Professionals

Looking for a financial professional? We have over 450 professionals across the midwest and beyond to serve your needs. You can search by office location or lookup your financial professional by name to find contact information and learn more about them and their practice.

Average years of professional experience
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Clients served across all 50 states 1
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Financial professionals offering specialized expertise
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Find a Professional
A man wearing a black suit jacket and white collared shirt stands smiling in front of a blurred indoor background.

Jordan Olson

Financial Advisor
  • Madison, WI
1+Year Experience
A man in a gray suit and patterned tie smiles while standing outdoors in front of a blurred office building background.

Nick Otto

Financial Advisor
  • Cincinnati, OH
11+Years Experience
A man in a gray suit and white shirt stands in a well-lit hallway, smiling at the camera.

Ryan Owsichek

Financial Services Professional
  • Wauwatosa, WI
4+Years Experience

Nilesh M. Patel

Financial Advisor,Partner
  • Schaumburg, IL
26+Years Experience
A man wearing a blue pinstripe suit and white shirt stands in front of a blurred, colorful background.

Ryan Paulsen

Wealth Management Advisor, Financial Services Professional
  • Northfield, IL
25+Years Experience
A woman with straight black hair, wearing a black blazer over a white top, smiles at the camera against a blurred indoor background.

Jessica Pazerunas

HR Operations Manager
  • Chicago, IL
A man with a beard and slicked-back hair, wearing a blue checked suit jacket, white shirt, and patterned pocket square, stands with arms crossed against a blurred background.

Josh Plank

co-Managing Partner
  • Indianapolis, IN
23+Years Experience
A middle-aged man with a bald head and goatee, wearing a blue blazer and white shirt, poses and smiles in front of a bright, blurred indoor background.

Christopher Plummer

Financial Planner, Associate Partner
  • Rockford, IL
12+Years Experience
A middle-aged man with short gray hair, a beard, and glasses, wearing a light-colored zip-up sweater, stands in a softly blurred outdoor setting.

Matthew Potter

Agency Supervisory Officer
  • Cincinnati, OH
A man with short brown hair, wearing a light checkered shirt, smiles while standing in front of a blurred office background.

Daniel Puglisi

Financial Planning Operations Associate
  • Indianapolis, IN
A woman with straight blonde hair and a grey sweater smiles at the camera, standing in a brightly lit indoor setting with a blurred background.

Nikki Pulfer

Chief Marketing Officer
  • Indianapolis, IN
A man with light hair and a beard, wearing a black blazer and white shirt, smiles at the camera in a bright office setting.

Joe Purcell

Technology Specialist
  • Chicago, IL

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  1. An owner of a MassMutual policy or contract.